Digital Relationship Manager

Job Description

• Embracing data to gain insights into customers; especially in understanding customers (current / evolving) financial needs • Rapidly establish trust with customers to understand the state of customers’ business and identifying financial needs • Build on the trust to communicate and provide consultation to meet customers’ financial needs • Actively feedback, participate or drive creation of new and competitive propositions to address customers’ financial needs and capture these opportunities • Actively feedback, participate or driving robust systematic tracking of results • Own 360 relationship with the customer – actively feedback and contribute through designing great customer experiences to ensure customer satisfaction beyond sales • Identify opportunities for x-sell, upsell and forward sell to continuously address customers financial needs • Keen to learn and open to experiment on new ways of working; not necessarily via F2F meetings but through virtual tools and interactions • Be familiar with competition to be able to stay ahead of them • 10 years + experience (for Digital RM) or 3-5 years’ experience for Assistant DRM • Experience as a Relationship Mgr, Sales Mgr or CSO in bank or financial organization is preferred • Experience in any service role in a bank or financial organization is a plus • Experience in managing corporate customer or complex needs is a plus • Experience in a fast-paced environment is a plus Show More